How to Prepare Your Institution for a Radius

Migration

Kimberly Meiste, Presenter

Considering a migration from Connect/Apply Yourself to

Radius?

Factors for Cornerstone’s decision:

• Updated application features:-Multiple applications tied to a student

record-Iterations

-Dynamic Sections-Multiple Application Types-Cloning Applications-No AY Annual Updates!

• Better functionality for Imports, Exports, & Filters

• Communication Plans• Inquiry Forms• Homepage Widgets• Student is the “hub” of a living, breathing

organism

Sharing Our Success

1. Suspect Duplicates tool in Connect used to target groups of multiple

records.2. Criteria for merging records created

and documented. 3. Student workers utilized in the

efforts.4. Weekly scheduled Suspect Duplicate

jobs.5. Shared online spreadsheet of merge

jobs.

Over 15,000 records merged since 2014!!!

Start Small

Use filters to sort through different sets of students versus your whole database.

Conditions

Last Steps

Scheduling

Completed Jobs List

Merging within Suspect Duplicates

Merging outside of Suspect Duplicates

The Magic Five

What are the attributes / fields that drive your institution’s Communication Plans?

1. Entry Term2. Admit Status / Student Type

3. Primary Major Choice4. Application Status

5. Admissions Counselor

• Schedule and run filters & exports to find students who are missing one or more of The Magic Five

• Create buy-in within your team and keep them accountable to seeking out and merging duplicates, as

well as data integrity as a whole

Your Radius contract is signed…now what?

1. Who do we migrate? How many years of records should we keep?

2. What are other data fields that can be cleaned-up using filters / exports?

3. Assessing your Data Catalog.

Questions?